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Generation Wealth Employee Directory

Financial ServicesLouisiana, United States2-10 Employees

Generation Wealth is a family-owned wealth management firm based in Lake Charles, Louisiana. The team leverages more than four decades of experience in financial services to help modern professionals, business owners, and families align their money with their life and build wealth. It presents itself as a partner through all stages of its clients’ lives.

Securities are offered through LPL Financial, a member of SIPC, while advisory services are provided by NewEdge Advisors, LLC, a registered investment adviser; the two entities are separate from Generation Wealth. This structure situates the firm within the financial services industry and indicates its regulatory and service relationships while clearly identifying its Lake Charles base.

Find Generation Wealth employees' phone numbers or email addresses

Generation Wealth Global Highlights

Location
Employees

North America
8

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  • United States Of America
    7
  • Panama
    1

Africa
1

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  • South Africa
    1

Europe
1

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  • Spain
    1

Generation Wealth's Leadership

  • Stylized image of a person
    G. S.
    Co-Founder And Content Lead
  • Stylized image of a person
    M. D.
    Operations Manager
  • Stylized image of a person
    J. D.
    Wealth Advisor
  • Stylized image of a person
    A. S.
    Paraplanner

Generation Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Generation Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    G. S.
    Co-Founder And Content Lead
    Spain
    Jul 06, 2026
  • Stylized image of a person
    M. D.
    Operations Manager
    Oct 22, 2024
  • Stylized image of a person
    J. D.
    Wealth Advisor
    Jun 27, 2026
  • Stylized image of a person
    A. S.
    Paraplanner
    Oct 17, 2024

Frequently Asked Questions

What is Generation Wealth known for?

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Generation Wealth was founded in 2017 operates in the Financial Services industry. Explore Generation Wealth's company overview page for more information.

What is Generation Wealth's most common email format?

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Generation Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Generation Wealth email formats with LeadIQ.

How many employees does Generation Wealth have currently?

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Generation Wealth has approximately 7 employees as of July 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are Generation Wealth's key employees and leadership?

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As of July 2026, Generation Wealth's key employees include:

  • Co-Founder And Content Lead: G. S.
  • Operations Manager: M. D.
  • Wealth Advisor: J. D.
  • Paraplanner: A. S.

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